Mar 2023 Theme Wrap — The Monthly Theme Map
22 trading days · 76 recurring themes · top 15 themes — most persistent is Battery at 13 days (monthly avg. +15.9%). Best single day this month: Mar 29, +22.4%.
Average change over the period
In March 2023, Battery led the theme board, with 13 strong days and an average change of 15.88%. Its best day came on Mar 29, with a move of 22.39%.
AI & Robotics came next, with 10 strong days and an average change of 9.32%. It peaked at 15.46% on Mar 17, and its leaders included Rainbow Robotics and Saltlux.
Display and chip-equipment themes also moved sharply. OLED Displays hit 20.3% on Mar 28, and Semiconductor Equipment peaked at 18.53% on Mar 24. Lithium logged 9 strong days.
76 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Battery | 13d | +15.9% | 2023-03-29 (+22.4%) | Kwangmu, Nara Mold And Die, Lemon |
| AI & Robotics | 10d | +9.3% | 2023-03-17 (+15.5%) | Rainbow Robotics, Robostar, Saltlux |
| Lithium | 9d | +11.1% | 2023-03-27 (+17.5%) | Kangwon Energy, Kwangmu, MNTECHCo |
| Semiconductor Equipment | 9d | +10.1% | 2023-03-24 (+18.5%) | HPSP, SFA Semicon, The Codi |
| Semiconductor Materials & Components | 9d | +7.0% | 2023-03-29 (+10.7%) | Nepes, Lake Materials, Mi |
| Battery Recycling | 7d | +4.7% | 2023-03-15 (+6.1%) | DA Technology, Ecopro, Cosmochemical |
| OLED Displays | 6d | +11.0% | 2023-03-28 (+20.3%) | HB Technology, Narae Nanotech, Sunic System |
| System Semiconductors | 6d | +9.3% | 2023-03-24 (+15.8%) | SFA Semicon, Gaonchips, Mirai Semiconductors |
| Wind | 6d | +5.1% | 2023-03-15 (+9.4%) | POSCO Holdings, SK D&D, Kumyang Green Power |
| Space & Aerospace | 6d | +4.8% | 2023-03-28 (+7.3%) | Asia Pacific Satellite lnc, Sewon E&c, Isupetasys |
| Solar | 5d | +5.6% | 2023-03-07 (+7.2%) | Dae Myoung Energy, Lake Materials, Avaco |
| Semiconductor Majors (Fabrication) | 5d | +3.9% | 2023-03-24 (+10.3%) | DB HiTek, SK hynix |
| EV | 4d | +8.3% | 2023-03-03 (+11.2%) | NanoTIM, Nara Mold And Die, Sangsinenergydisplayprecision |
| Robotics (Industrial & Collaborative) | 4d | +7.9% | 2023-03-17 (+14.7%) | Neuromeka, Samick THK, Shinsung Delta Tech |
| Beauty & Cosmetics | 4d | +7.0% | 2023-03-20 (+8.6%) | Sewon E&c, Outin Futures, Icure Pharmaceutical Incorporation |
What to Watch Next Month
Four themes ended March on continuing streaks: Semiconductor Equipment, Semiconductor Materials & Components, OLED Displays and Space & Aerospace. April will show whether those runs carry on.
Battery and Lithium both came back after breaks, and Kwangmu and Enplus led in both. The next open question is whether that overlap holds after 2023-03-31.
Theme heatmap
| 03-02 | 03-03 | 03-06 | 03-07 | 03-08 | 03-09 | 03-10 | 03-13 | 03-14 | 03-15 | 03-16 | 03-17 | 03-20 | 03-21 | 03-22 | 03-23 | 03-24 | 03-27 | 03-28 | 03-29 | 03-30 | 03-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Battery | +14.3 | +17.9 | +18.4 | +16.9 | +10.1 | +11.1 | +18.6 | +10.7 | +14.6 | +18.7 | +14.6 | +18.2 | +22.4 | |||||||||
| AI & Robotics | +8.3 | +7.8 | +2.3 | +4.7 | +12.0 | +12.6 | +15.5 | +13.5 | +5.2 | +11.3 | ||||||||||||
| Lithium | +14.0 | +7.4 | +8.5 | +8.2 | +6.5 | +14.1 | +9.3 | +17.5 | +14.1 | |||||||||||||
| Semiconductor Equipment | +3.6 | +9.3 | +10.2 | +14.3 | +6.5 | +18.5 | +7.6 | +11.0 | +10.0 | |||||||||||||
| Semiconductor Materials & Components | +2.0 | +5.5 | +8.1 | +9.7 | +4.3 | +8.9 | +6.1 | +10.7 | +7.9 | |||||||||||||
| Battery Recycling | +4.6 | +6.1 | +3.7 | +3.5 | +5.5 | +5.4 | +4.0 | |||||||||||||||
| OLED Displays | +14.3 | +5.1 | +7.7 | +9.5 | +20.3 | +9.2 | ||||||||||||||||
| System Semiconductors | +8.7 | +9.3 | +7.0 | +15.8 | +3.5 | +11.6 | ||||||||||||||||
| Wind | +4.0 | +5.2 | +9.5 | +4.8 | +3.7 | +3.2 | ||||||||||||||||
| Space & Aerospace | +4.1 | +6.9 | +3.9 | +7.3 | +3.9 | +2.4 | ||||||||||||||||
| Solar | +5.3 | +7.2 | +6.4 | +4.8 | +4.5 | |||||||||||||||||
| Semiconductor Majors (Fabrication) | +2.0 | +3.7 | +1.9 | +10.3 | +1.5 | |||||||||||||||||
| EV | +11.2 | +10.3 | +6.1 | +5.6 | ||||||||||||||||||
| Robotics (Industrial & Collaborative) | +14.7 | +5.5 | +2.6 | +8.9 | ||||||||||||||||||
| Beauty & Cosmetics | +7.9 | +7.9 | +8.5 | +3.7 |